Featured Talent

Profile

Financial Analyst with solid experience in capital markets, portfolio management, and real estate finance. My work in financial services has sharpened my skills in financial modeling, asset management, and performance reporting. I enjoy working across teams to deliver clear, data-driven insights that help guide decision-making. Overall, I thrive in fast-paced environments where I can dig into the numbers and help drive meaningful results.

Why Hire This Candidate (In Their Own Words): “I bring a mix of strong financial analysis and a collaborative approach to problem-solving. In my previous experience, I managed key portfolio performance reports and risk assessments, making sure everything was aligned with our performance goals. I’m proactive and detail-oriented, and I always look for ways to add value by streamlining processes and improving efficiency.”

Strengths: (1) Strong financial modeling and analysis skills (2) Complex Project Management (3) Excellent communication and ability to simplify complex data (4) Detail-focused with a passion for process improvement (4) Strong Collaborator

Career Highlight 1: Reported on portfolio holdings and sector exposure, ensuring compliance and helping drive investment decisions.

Career Highlight 2: Built financial models that guided clients’ investment strategies and led lease analysis projects that directly impacted client portfolios.

Career Highlight 3: Developed key financial reports and market analyses that were critical in shaping our investment strategies.

Hobbies & Personal Interests: Passion for the outdoors. Enjoy hiking, snorkeling, scuba diving, running and biking. Meeting people from different walks of life who have different interests and views. I believe that we learn and grow through exposure to different perspectives.

Education: Bachelor’s

Industry Experience: Capital Markets, Financial Services, Real Estate

Company Fit: Small to Midsized

Systems Experience: Excel, ARGUS Enterprise, CoStar, and REIS. In investment management, I heavily used Bloomberg, Factset, CapIQ and possess working knowledge in Tableau and Power BI.

Open To: Hybrid, In-office, Remote